Overview
This resource is aimed at rural professionals.
A workspace brings together your team and the farms they work on. Workspaces empower rural professionals to better support and serve their Farm Focus customers with secure and trusted user management.
At this stage it is assumed that a Workspace has been created and farms have been added. The adding, editing and removal of members in a workspace can only be undertaken by the workspace administrator.
There are two parts of adding members to a workspace
Part A - Add members to the overarching workspace
Part B - Allocating members to specific farms
Workspace roles
There are two types of workspace roles:
Administrator (Admin) role:
The person who created the workspace will automatically become an Admin. Every workspace must have at least one administrator. The role provides the user with full access to all functions of the workspace. This role controls which team members get access to what farms and at what level. If you have questions about the different farm access levels; Find out more.
A workspace administrator can:
Invite new workspace members
Remove workspace members
Request a farm be part of their workspace
Accept or decline a subscription admin (farm owner's) request for their farm to join a workspace
Remove a farm from a workspace
Add or remove access of a workspace member to a farm
Change the access level (organisation, restricted or reporting) of a workspace member to a farm
Change the workspace role of members from standard to admin.
Standard role:
A workspace can have as many standard members as it needs. Standard members can view all the farms that belong to the workspace but are only permitted to work on farms that they have been granted access to by the workspace administrator.
A standard member of a workspace can:
open and work in farms to which you have access
view all notifications relating to your farms
view your level of access to each farm
view all farms that are part of the workspace
view all pending farms
search for farms
view all members
view all pending members
search for members
All workspace members must have a Farm Focus login. Find out how to create your own login.
To learn more about workspaces click here.
Watch this video or read this resource to learn how to add members to a workspace
Part A - Add a member to a workspace
In the navigation bar select Members or click into the Members counter.
In the Members page > select + Invite member
Enter the email address of the member (work colleague) you want to invite to the workspace.
Enter the role you want this member to have in your workspace. Either administration or standard.
Select Send
A notification will appear in the Pending members tab of the workspace and will remain there until the proposed new member next logs in. The team member will move from the Pending members tab to the Members tab.
Part B - Allocate members to farms
Once a member is part of the overarching workspace, the workspace administrator needs to allocate members to farms they can work on within the workspace. This can be undertaken:
at an individual member level
in bulk
Allocating members at an individual level
Go to Farms page > Workspace farms > select the farm you want to add members to > select Edit
Scroll to the Members.
Using the drop-down arrow under Members select the member you want to add to that farm.
Then select the access level. Levels are either Organisation admin, Restricted or Reporting access, Find out more. Then click Add. This member's name will appear under Access via Workspace.
The workspace administrator gets the option to Select all or select multiple members to access the farm at one time. These members will have the same level of access.
The best practice is to add all members who require access to the farm and change members' access levels individually using the edit function.
Allocating members in bulk
When starting out, it's more efficient for the workspace administrator to give multiple members access to multiple farms. This can be done on either the Farm Page or the Members Page.
The Farm Page
Go to the Farms page
Select the farms you want to give multiple members access to
Select + Member access
The Member access dialogue box will appear.
Complete the dialogue box
Either Add or Remove members
Select all or select multiple members to access the farms at one time. These members will have the same level of access.
Select the Access level for these members
The best practice is to add all members who require access to the farm and change members' access levels individually using the edit function.
The Members page
Go to the Members page
Select the members you want to give multiple farms access to
Select + Farm access
The Farm access dialogue box will appear.
Complete the dialogue box
Either Add or Remove farms
Select all or select multiple farms. The members will have the same level of access.
Select the Access level for the members
The best practice is to add all members who require access to the farm and change members' access levels individually using the edit function.
Managing members within a workspace
Edit or remove a member's access to a farm
Go to Farms page > Workspace farms > select the farm you want to edit.
Go to Access via workspace.
Select the workspace member you want to remove or edit and click on the three vertical dots and select Edit or Remove
Complete the dialogue box
If Remove is selected, the workspace member will be removed from the farm. They will still have access to the workspace but not to that particular farm. They can be added back to that farm at any stage.
If Edit is selected, the workspace member's access level to that particular farm can be changed. The member's access will move from Organisation admin to Restricted or Reporting access.
Changing a member's role from standard to administrator
At any stage a workspace administrator can change a member's role from standard to admin level or vice versa. These roles only impact what they can do in the workspace and do not affect their access levels at a farm level.
Go to the Members page > select members > view the details of that member > select Standard or Admin then Apply.
Removing a member from the workspace
If a member has left your organisation you can remove them from the workspace.
In the Members page > click on the member you want to remove> view the details of that member > select Remove member.
This will remove the member from the workspace and remove their access to all farms in the workspace.
Note: An administrator cannot remove themselves or change their role. There must always be at least one administrator in the workspace.